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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,571 | $228,352-91.4% | $185,835-89.5% | $158,966-87.7% |
| Participation rate | 22.2% | 82.3%-60.1pp | 78.0%-55.8pp | 82.0%-59.7pp |
| Annual return | 81.11% | 40.81%+40.3pp | 35.96%+45.1pp | 302.95%-221.8pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,913 | $6,416-54.6% | $5,633-48.3% | $5,983-51.3% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,250-100.0% |